Midstreams Are the 'Winners' in the Market Right Now: Credit Suisse's Santangelo

The video discusses the challenges companies face in raising equity or IPOs due to oil price volatility and geopolitical risks. It highlights the shift from long to short cycle investments, driven by investor preference for quicker returns. The midstream sector is identified as a stable investment opportunity, while upstream producers and service companies face challenges due to reduced spending. The video concludes with expectations for limited transactions in the energy sector, focusing on free cash flow and sustainable margins.

How do geopolitical risks affect the oil market and investment strategies?

What is the expected trend in transactions within the energy sector for the back half of the year?